DHK Financial Advisors, Inc.

Q2 2025 13F Holdings

  • Location
    portsmouth, NH
  • Num holdings

    87

  • Value ($000)

    $173,888

  • Date Filed
    08/13/2025
  • Form type
    13F-HR
  • CIK
    0001922962
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$34.70M
20 %

71,435

B
BRK.A

BERKSHIRE HATHAWAY INC DEL

CL A
084670108
$18.22M
11 %

25

V
VT

VANGUARD INTL EQUITY INDEX F

TT WRLD ST ETF
922042742
$15.72M
9 %

122,314

G
GQ9

SPDR GOLD TR

GOLD SHS
78463V107
$9.09M
5 %

29,804

S
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$6.68M
4 %

10,782

---

FIRST TR EXCHANGE-TRADED FD

SENIOR LN FD
33738D309
$4.63M
3 %

100,979

---

VANGUARD WORLD FD

UTILITIES ETF
92204A876
$3.95M
2 %

22,366

D
DGRW

WISDOMTREE TR

US QTLY DIV GRT
97717X669
$3.50M
2 %

42,738

I
IWV

ISHARES TR

RUSSELL 3000 ETF
464287689
$3.03M
2 %

8,625

V
VEU

VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US
922042775
$2.94M
2 %

43,738

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